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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

985 hedge funds and large institutions have $11.6B invested in Vanguard Dividend Appreciation ETF in 2018 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 278 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+75
Holders Change %
+8.24%
% of All Funds
21.98%
Holding in Top 10
126
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+27.27%
% of All Funds
2.81%
New
154
Increased
401
Reduced
278
Closed
70
Calls
$17M
Puts
$6.38M
Net Calls
+$10.6M
Net Calls Change
-$1.47M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$533M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$460M
3
UBS Group
UBS Group
Switzerland
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$93.7M
5
Goldman Sachs
Goldman Sachs
New York
+$87.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$908M
2
CSIA
Charles Schwab Investment Advisory
California
-$92M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$56.2M
4
MB
Mizuho Bank
Japan
-$49.8M
5
ZB
Zions Bancorporation
Utah
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
626
Linscomb Wealth
Texas
$513K -$12.5K -128 -2%
FA
627
FC Advisory
Pennsylvania
$510K +$2.94K +30 +0.6%
MSAM
628
Moloney Securities Asset Management
Missouri
$509K -$108K -1,106 -18%
RBCM
629
Raub Brock Capital Management
California
$508K -$9.21K -94 -2%
HW
630
Hamilton Wealth
California
$505K +$505K +5,155 New
BCM
631
Brookmont Capital Management
Texas
$502K -$587 -6 -0.1%
ACM
632
AlphaStar Capital Management
North Carolina
$500K -$52.5K -536 -9%
OIA
633
Optimum Investment Advisors
Illinois
$498K +$225K +2,294 +82%
DHFB
634
Dixon Hubard Feinour & Brown
Virginia
$497K -$18.8K -192 -4%
LRIA
635
Leonard Rickey Investment Advisors
Washington
$497K +$8.63K +88 +2%
CAM
636
Carret Asset Management
New York
$494K +$4.9K +50 +1%
SWM
637
SVA Wealth Management
Wisconsin
$494K +$251K +2,567 +104%
SWM
638
Stockman Wealth Management
Montana
$492K – – –
FAG
639
Financial Advisory Group
Texas
$490K +$225K +2,300 +85%
SHGA
640
Sand Hill Global Advisors
California
$489K +$4.99K +51 +1%
GG
641
Gofen & Glossberg
Illinois
$480K -$70.9K -723 -13%
LPT
642
Legacy Private Trust
Wisconsin
$478K +$169K +1,728 +55%
First Manhattan
643
First Manhattan
New York
$477K – – –
IWM
644
IHT Wealth Management
Illinois
$467K +$126K +1,287 +37%
S
645
Surevest
California
$464K +$464K +4,733 New
WF
646
Welch & Forbes
Massachusetts
$462K – – –
GP
647
Girard Partners
Pennsylvania
$461K +$46.8K +478 +11%
CA
648
Continuum Advisory
Idaho
$460K +$460K +4,701 New
VNA
649
Valley National Advisers
Pennsylvania
$458K +$159K +1,627 +53%
MI
650
Mercer Investments
Massachusetts
$454K -$23.1K -236 -5%
24 25
26
27 28